See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,739 | $148,534-94.8% | $135,903-94.3% | $139,434-94.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 56.82% | 79.19%-22.4pp | 68.23%-11.4pp | 372.94%-316.1pp |
| Employer contribution / active EE | $1,338 | $5,243-74.5% | $4,856-72.4% | $4,751-71.8% |
| Participant deferral / active EE | $5,503 | $8,100-32.1% | $7,758-29.1% | $6,710-18.0% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |